Why PepsiCo Is An Opportunity For Investors With A Long-Term Time Horizon
Why PepsiCo Is An Opportunity For Investors With A Long-Term Time Horizon
The uncertainties around PepsiCo Inc's (NASDAQ:PEP) performance in 2025 are already priced into the stock, according to Piper Sandler.
根据派杰投资，百事可乐公司（纳斯达克：PEP）在2025年的表现不确定性已经反映在股票中。
The PepsiCo Analyst: Analyst Michael Lavery initiated coverage of PepsiCo with an Overweight rating and a price target of $171.
百事可乐分析师：分析师迈克尔·拉弗里对百事可乐给予超重评级，目标价为171美元。
The PepsiCo Thesis: In the back half of 2024, the company started promotional discounting for Frito-Lay North America, which has been the driver its EBIT growth over the last few years, and the lower prices could run through at least the first half of 2025, Lavery said in the initiation note.
百事可乐论点：在2024年下半年的时候，公司开始在美国Frito-Lay进行促销折扣，这推动了其近期几年的EBIT增长，拉弗里在启动报告中表示，较低的价格可能会持续到2025年上半年。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
With U.S. consumer spending remaining under pressure, PepsiCo promoted more aggressively to maintain household penetration, the analyst stated. He added, however, that the company some of the company's new promotions and price points "proved unprofitable."
分析师表示，由于美国消费支出持续承压，百事可乐进行更积极的促销以维持家庭渗透率。他补充说，然而，该公司的部分新促销和价格点“被证明没有盈利。”
"We expect it to focus more carefully on self-funded promotions in 2025, with much more modest margin headwinds in FLNA," Lavery further wrote.
拉弗里进一步写道：“我们预计它在2025年会更仔细地专注于自筹资金的促销，在Frito-Lay North America的利润压力会更加温和。”
"While the business is challenged, the promotional environment remains uncertain, and investor sentiment on PEP is negative, we believe this may present a buying opportunity for investors with a long-term time horizon," he further stated.
他进一步表示：“虽然该业务面临挑战，促销环境仍不确定，投资者对PEP的情绪较为消极，但我们认为这可能为长期投资者提供一个买入机会。”
PEP Price Action: Shares of PepsiCo are down 0.19% to $146 at the time of publication on Tuesday.
PEP价格动态：截至周二发布时，百事可乐的股票下跌0.19%，报价146美元。
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Photo: shutterstock
